Yes, EquityZen welcomes investments from self-directed IRAs. Potential third-party service providers include Alto IRA and Rocket Dollar. Please note that we do not accept all self-directed IRAs.

For detailed information on how to set up an account with these providers, please reach out to the provider directly.

You can add your IRA account as an additional profile to your EquityZen account by navigating to Profile Management under Account Settings and clicking Add New Profile. Then, fill out the information as follows:

Profile Type: Investor

Investment Beneficiary: Individual

Entity Type: Individual - Self-Directed IRA or Individual 401 (k) plan

Investment Entity Name: Custodian Name FBO Investor Name Type # Last Five of Account Number

Example: Alto IRA FBO John Smith Roth IRA #12345

Personal Information: Please match the information used to open your qualified account

Please note that investments cannot be transferred between your Qualified Profile and Personal Profile.

If you are not using Alto IRA or Rocket Dollar, please reach out before investing on EquityZen.